Institutional Ownership Spdr S&P 400 Mid Cap Growth Et (MDYG)
This table provides information about the institutional ownership of Spdr S&P 400 Mid Cap Growth Et (MDYG). We have compiled data on the 437 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
26,685
shares
|
$2.4 Million
0.14% of portfolio
|
Q3 2025
Added 25.43%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
26,113
shares
|
$2.35 Million
1.6% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
25,779
shares
|
$2.32 Million
0.73% of portfolio
|
Q3 2025
Added 36.74%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
25,417
shares
|
$2.29 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
25,165
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,064
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Added 34.39%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
22,225
shares
|
$2 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Barden Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
22,152
shares
|
$2 Million
1.69% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
22,119
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
21,320
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
20,901
shares
|
$1.88 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
20,131
shares
|
$1.81 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
20,090
shares
|
$1.81 Million
1.59% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
19,913
shares
|
$1.79 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
19,535
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
19,475
shares
|
$1.75 Million
0.09% of portfolio
|
Q3 2025
Added 21.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
19,403
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
18,865
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
18,402
shares
|
$1.66 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
18,077
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
18,032
shares
|
$1.62 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
17,962
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
17,955
shares
|
$1.62 Million
0.14% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
17,712
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Added 18.88%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
17,688
shares
|
$1.59 Million
0.83% of portfolio
|
Q3 2025
Reduced 2.25%
|
|